Suppliers List with date of last transaction
Hi,
Is there a report in Reckon Hosted that allows you to run a suppliers listing with a column for the date of the last transaction we had with them?
Thank you.
Best Answer
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Hi Retreev
Not specifically - The Transaction List by Supplier will show you all transactions within a specified date range & can be filtered to show one or multiple Suppliers, with the ability for filter further for other info/columns, but there's not specifically a "Last Transaction Date" column.
Shaz Hughes Dip(Fin) ACQ NSW, MICB
*** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***
* Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *
Accounted 4 Bookkeeping Services
Ballajura, WA
(NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
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Answers
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As Shaz said, there is no good solution for it. If you plan to use this report more often, probably a custom solution might work best and I can help you with this. Let me know if you are interested.
Phuong Do / Reckon Developer Partner
phuong@cactussoftware.com.au
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Hi @PhuongDo
Thank you, but it's not something I will be using all of the time. I was hoping I could just run a report that showed the last transaction date and then I could make all old suppliers inactive and clean up the accounts quickly and easily.
I have just been looking at the supplier centre and going through each supplier. It's slow, but I guess it will work well enough!
Thanks for your help.
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